DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

R•••••• W•••• F•••••

C••••••••• I••••••••• A•••••••• L••independent RIAEdmond, Ok IA-onlyIAPD 2236061

Feed of 09/14/2026

Also filed as Randy F•••••

At current firm

0 y

since Mar 2, 2026

In the industry

34 y

since Jun 24, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••••• I••••••••• A•••••••• L•• independent RIA current
since Mar 2, 2026 · Edmond, Ok
T••••••• A•••• M••••••••• L•• independent RIA
Apr 17, 2023 to Jul 24, 2026 · Edmund, Ok
T••••••• C••••••• L•• former
Oct 1, 2021 to Aug 8, 2023 · Edmond, Ok
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Nov 8, 2018 to Jul 17, 2020 · Edmond, Ok
R••••••••• F••••••••• I••• independent RIA
Nov 8, 2018 to Oct 1, 2021 · Edmond, Ok
O• I••••••••• M••••••••• C• BD affiliated
Jan 9, 2013 to Nov 21, 2018 · Edmond, Ok
F•••••• H••• • A••••••••• L••••• unclassified
Apr 10, 2006 to Mar 22, 2012 · Edmond, Ok
T•• A•••••• G•••• F•••••••• A••••••• S•••••••• L•• unclassified
Nov 10, 2004 to Dec 31, 2012 · St. Louis, Mo
V••••••• I••••••••• A•••••••• I••• unclassified
Apr 6, 2000 to Dec 18, 2003 · Edmond, Ok

Moves

a registration end followed by a registration begin elsewhere

T••••••• A•••• M••••••••• L•• to C••••••••• I••••••••• A•••••••• L••
left Jul 24, 2026, registered Mar 2, 2026 (-144 days) · RIA to RIA
T••••••• C••••••• L•• to T••••••• A•••• M••••••••• L••
left Aug 8, 2023, registered Apr 17, 2023 (-113 days) · Other · moved with a team
R••••••••• F••••••••• I••• to T••••••• C••••••• L••
left Oct 1, 2021, registered Oct 1, 2021 (0 days) · RIA to RIA
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to R••••••••• F••••••••• I•••
left Jul 17, 2020, registered Nov 8, 2018 (-617 days) · Affiliated broker-dealer or bank to independent RIA
O• I••••••••• M••••••••• C• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Nov 21, 2018, registered Nov 8, 2018 (-13 days) · Affiliated broker-dealer or bank to another
T•• A•••••• G•••• F•••••••• A••••••• S•••••••• L•• to F•••••• H••• • A••••••••• L•••••
left Dec 31, 2012, registered Apr 10, 2006 (-2457 days) · Other
F•••••• H••• • A••••••••• L••••• to O• I••••••••• M••••••••• C•
left Mar 22, 2012, registered Jan 9, 2013 (293 days) · Other
V••••••• I••••••••• A•••••••• I••• to T•• A•••••• G•••• F•••••••• A••••••• S•••••••• L••
left Dec 18, 2003, registered Nov 10, 2004 (328 days) · Other

Signals

R•••••• W•••• F••••• left T••••••• A•••• M••••••••• L•• for C••••••••• I••••••••• A•••••••• L•• (registered 2026-03-02)
Jul 24, 2026 · Advisor changed firm · fact
R•••••• W•••• F••••• left T••••••• C••••••• L•• for T••••••• A•••• M••••••••• L•• (registered 2023-04-17)
Aug 8, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address